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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
NMG
2251
New Millennium Group
Utah
$12K +$13.1K +100 New
CM
2252
Cornerstone Management
Georgia
$11.9K
HF
2253
Halpern Financial
Virginia
$11.6K +$2.23K +17 +21%
EA
2254
Evolution Advisers
Virginia
$11K
TCCM
2255
Timber Creek Capital Management
Massachusetts
$11K
FC
2256
Family CFO
California
$9.03K +$131 +1 +1%
AIM
2257
Arcadia Investment Management
Michigan
$9K
BSWA
2258
Bromfield Sneider Wealth Advisors
Massachusetts
$9K
WAS
2259
Winch Advisory Services
Wisconsin
$9K
M1FG
2260
Mach-1 Financial Group
Arkansas
$8K -$6.56K -50 -41%
MUMSS
2261
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K
LFA
2262
Level Financial Advisors
New York
$7K
PWP
2263
Principle Wealth Partners
Connecticut
$6.2K +$223K +1,700 +3%
HFM
2264
Harvest Fund Management
China
$6K -$40.4K -308 -86%
LWP
2265
Laurel Wealth Planning
Minnesota
$5K
FP
2266
Financial Perspectives
Minnesota
$4.75K
VCM
2267
Versant Capital Management
Arizona
$4K -$131 -1 -3%
CI
2268
Cordant Inc
Oregon
$4K
TFP
2269
Tilia Fiduciary Partners
North Carolina
$4K
TFA
2270
Transamerica Financial Advisors
Florida
$4K +$4.33K +33 +3,300%
BA
2271
Bellwether Advisors
Nebraska
$4K +$5.25K +40 New
WWM
2272
Wolff Wiese Magana
California
$3K -$2.36K -18 -44%
Parallax Volatility Advisers
2273
Parallax Volatility Advisers
California
$2K -$3.08M -23,460 -100%
PP
2274
Pacifica Partners
Canada
$2K -$119K -907 -98%
PWS
2275
Paragon Wealth Strategies
Florida
$2K +$2.1K +16 New

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.